Clear Training, Except for One Detail
I appreciated the clarity in the training and onboarding provided by WFHI, especially given this was my first time managing a remote workflow with such detailed software involved. Most of the information was explained clearly, giving me step-by-step guidance on using the database feature and calling tools. It really helped reduce the initial overwhelm. However, there was one moment early in the process, during setup for the dialer, where the instructions on configuring the telephonic support contact preferences weren’t as straightforward as I had hoped. I had to reach out a couple of times before I felt sure I got it right. Aside from that hiccup, the automatic updates and the way the training broke down complex functions into manageable parts made the overall learning flow smoother. The invoicing and payment process was seamless and did not require extra clarification. While not perfect, the onboarding definitely provided me with a solid foundation and made me comfortable navigating the software day to day.